Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.27T
AUM Growth
+$1.29T
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,138
New
Increased
Reduced
Closed

Top Buys

1
+$46.9B
2
+$44.1B
3
+$25.5B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$20.5B
5
NVDA icon
NVIDIA
NVDA
+$16.5B

Top Sells

1
+$1.03B
2
+$830M
3
+$329M
4
VMW
VMware, Inc
VMW
+$270M
5
SGEN
Seagen Inc. Common Stock
SGEN
+$211M

Sector Composition

1 Technology 21.46%
2 Financials 10.26%
3 Healthcare 9.92%
4 Consumer Discretionary 9.08%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5551
$396K ﹤0.01%
5,611
+4,992
5552
$394K ﹤0.01%
11,732
+5,867
5553
$394K ﹤0.01%
13,904
+8,953
5554
$393K ﹤0.01%
18,992
+13,244
5555
$392K ﹤0.01%
461,032
+424,561
5556
$392K ﹤0.01%
244,822
+183,118
5557
$391K ﹤0.01%
11,258
+5,294
5558
$391K ﹤0.01%
342,836
+289,203
5559
$388K ﹤0.01%
510,242
+272,214
5560
$388K ﹤0.01%
96,443
-317,256
5561
$386K ﹤0.01%
7,178
+2,940
5562
$384K ﹤0.01%
63,648
+56,586
5563
$382K ﹤0.01%
45,830
+42,351
5564
$382K ﹤0.01%
4,212
+2,741
5565
$378K ﹤0.01%
29,437
+20,352
5566
$378K ﹤0.01%
25,338
-37,649
5567
$374K ﹤0.01%
6,000
+2,871
5568
$374K ﹤0.01%
138,538
+46,885
5569
$373K ﹤0.01%
13,950
+6,352
5570
$372K ﹤0.01%
5,684
+2,834
5571
$371K ﹤0.01%
14,690
+9,159
5572
$371K ﹤0.01%
109,828
+97,469
5573
$371K ﹤0.01%
151,184
+107,467
5574
$369K ﹤0.01%
5,814
+2,899
5575
$369K ﹤0.01%
19,517
+16,476
221 222
223
224 225